AI Budget Development Prompt Engineer

About this role

About The Role


We are looking for a hands-on AI Budget Development Consultant to help us automate one of our most time-intensive and manually driven business workflows using Perplexity Enterprise Pro — our enterprise AI platform. We have two core tools that currently operate independently — a Statement of Work spreadsheet that captures all the services, activities, assumptions, and effort estimates for a given clinical trial study, and a Life of Study budget workbook that captures the financial projections for that same study. Right now staff manually translate information between the two tools which is duplicative, time-consuming, and introduces variability and inconsistency — especially when protocol information is incomplete upfront.


Your job is to build a Perplexity-enabled solution that reads completed SOW content and automatically pre-populates Life of Study budget inputs — and vice versa — so that our managers and directors are refining a data-informed baseline rather than starting effort estimations from scratch every time. We have approximately 30 existing SOWs and years of historical Life of Study budgets across our active study portfolio that you will use as training examples to build and test the solution. The solution also needs to generate cost saving recommendations and flag items requiring closer review for budgeting accuracy — including areas where effort may be under-budgeted, over-budgeted, incomplete, or inconsistent with study assumptions.


This is a solo individual contributor role. There is no project manager. You own the work end to end from requirements gathering through solution development, proof of concept, implementation, and knowledge transfer


What You Will Do


Review and deeply understand both the SOW workbook and the Life of Study budget workbook — their structure, data fields, logic, and how information flows between them


Define how Perplexity will be used to interpret and normalize SOW content into ...